港股异动 | 特步国际(01368)再跌超4% 双十一营收增速明显放缓 管理层此前下调全年指引
特步国际(01368)再跌超4%，截至发稿，跌4.3%，报3.78港元，成交额2205.44万港元。
据悉，2023年双十一期间，特步国际累计线上成交额(GMV)为11亿元，同比仅增长20%，营收增速明显放缓。其核心品牌同比增长率仅为高个位数，低于今年第三季度16%-19%增长，同时促销期间折扣力度同比增长，但退货率高于2022年。
在2023年11月13日召开电话会上，特步国际管理层亦下调了2023全年指引。考虑到去年双十一特步品牌折扣加深3-4个点，退回率预计同比提高5-10个点以致物流成本上升，管理层预计特步品牌利润率将略微改善。集团层面，特步下调集团收入增长指引为10%以上(此前为15-20%)，预计利润增长为10%以上。
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